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Thursday, 23 January 14
PANAMAX : THIS WEEK THE ACTIVITY CAME DOWN DRAMATICALLY - FEARNRESEARCH
Handy
With the Chinese New Year approaching the activity and rate levels are sliding in both hemispheres. Rates in the Atlantic have knocked off some USD 1000 wow for all trades and the Feastern market is experiencing the same tendency. The list of available tonnage is outnumbering the cargoes and rates are softening. One trade that has taken pounding is Indonesia/India coal where a 53k dwt fixed USD 6k+60k GBB. Rates are similar for the NoPac trade and players do not expect any changes until the holidays in China are over.
Panamax
This week the activity came down dramatically in both hemispheres. Last week much of the activity was driven by grain majors fixing period tonnage, but this week it seems they are taking a break. There has been little spot fixing in the Atlantic and the rates are dropping. Trans Atlantic rounds now pay around usd 13000 and fronthauls around usd 22500. In the Pacific rates has come to around usd 9000, and as owners refuse to fix at charterers low fixing ideas we see more and more ballasters heading towards South America. They all hope that a record crop and harvest in South America soon will lift the market. Not so much to report from the period market this week, but levels remain around usd 14000 for 1 yr tc.
Capesize
Mixed sentiment for the big ships, as spot softens from already low levels whilst period units remain in demand and fetch solid premiums. A considerable number of ballasters combined with very limited fresh ore and coal volumes from S.Africa and Brazil gives little promise for spot levels to improve short-term. The WAust/China trade has again come to life, but only to the extent that expected daily return for such rounds does not fall much below usd 10k. With average spot value hovering around usd 12k, forward faith is well reflected in prompt 180000-tonners fetching in excess of usd 20k for 12 months.
Source: Fearnresearch
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Wednesday, 21 August 13
DRY BULK SHIPPING - POSITIVE WINDOW FOR CAPESIZE OWNERS - PETER SAND
By: Peter Sand, Chief Shipping Analyst, BIMCO
Demand:
“Expect the unexpected from the dry bulk market” was what we wrote last time ar ...
Wednesday, 21 August 13
RATES FOR CAPES MOVED DECISIVELY NORTH THIS WEEK - INTERMODAL
COALspot.com - Right when the BDI seemed ready for another dive below the 1000 points level, the Dry Bulk market made significant comeback this week ...
Tuesday, 20 August 13
AUSTRALIA NEWCASTLE COAL EXPORTS FALL 19.15 PERCENT ON WEEK
COALspot.com: Power plant and semi-soft coking coal shipments from Australia's Newcastle port fell 19.15 per cent week on week to 2.39 million mt f ...
Tuesday, 20 August 13
CAPESIZE RATES MORE SENSITIVE TO DEMAND - COMMODORE RESEARCH & CONSULTANCY
COALspot.com : Approximately 71.50 million tons of iron ore is now stockpiled at Chinese ports, 900,000 tons (-1%) less than a week ago, Commodore R ...
Sunday, 18 August 13
SUB-BIT FOB INDONESIA COAL SWAP : ON POSITIVE DIRECTION ON DAY, WEEK AND MONTH
COALspot.com – Sub-Bit Indonesia coal swaps (FOB ) for average Q4 2013 delivery US$ 1.83 up month on month. The swap was moved positive ...
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- The Treasury - Australian Government
- Central Electricity Authority - India
- Agrawal Coal Company - India
- SMC Global Power, Philippines
- Carbofer General Trading SA - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Billiton Holdings Pty Ltd - Australia
- Holcim Trading Pte Ltd - Singapore
- New Zealand Coal & Carbon
- PetroVietnam Power Coal Import and Supply Company
- Georgia Ports Authority, United States
- Mercator Lines Limited - India
- Parry Sugars Refinery, India
- Medco Energi Mining Internasional
- Bukit Baiduri Energy - Indonesia
- Tamil Nadu electricity Board
- Jaiprakash Power Ventures ltd
- Australian Commodity Traders Exchange
- Mercuria Energy - Indonesia
- Mintek Dendrill Indonesia
- Orica Mining Services - Indonesia
- PNOC Exploration Corporation - Philippines
- Planning Commission, India
- Altura Mining Limited, Indonesia
- LBH Netherlands Bv - Netherlands
- Sinarmas Energy and Mining - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Independent Power Producers Association of India
- The State Trading Corporation of India Ltd
- Sojitz Corporation - Japan
- Banpu Public Company Limited - Thailand
- Star Paper Mills Limited - India
- Edison Trading Spa - Italy
- Bharathi Cement Corporation - India
- Anglo American - United Kingdom
- CNBM International Corporation - China
- Rashtriya Ispat Nigam Limited - India
- Ceylon Electricity Board - Sri Lanka
- GAC Shipping (India) Pvt Ltd
- Karbindo Abesyapradhi - Indoneisa
- Malabar Cements Ltd - India
- Electricity Generating Authority of Thailand
- Ambuja Cements Ltd - India
- Indika Energy - Indonesia
- Siam City Cement PLC, Thailand
- PowerSource Philippines DevCo
- Leighton Contractors Pty Ltd - Australia
- Heidelberg Cement - Germany
- Indo Tambangraya Megah - Indonesia
- Latin American Coal - Colombia
- Straits Asia Resources Limited - Singapore
- Sical Logistics Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Romanian Commodities Exchange
- Thai Mozambique Logistica
- Wilmar Investment Holdings
- Port Waratah Coal Services - Australia
- Ministry of Mines - Canada
- Meralco Power Generation, Philippines
- Renaissance Capital - South Africa
- Energy Link Ltd, New Zealand
- Global Green Power PLC Corporation, Philippines
- McConnell Dowell - Australia
- Merrill Lynch Commodities Europe
- Eastern Energy - Thailand
- GVK Power & Infra Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bahari Cakrawala Sebuku - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Essar Steel Hazira Ltd - India
- Cement Manufacturers Association - India
- Gujarat Sidhee Cement - India
- Karaikal Port Pvt Ltd - India
- South Luzon Thermal Energy Corporation
- Uttam Galva Steels Limited - India
- Kobexindo Tractors - Indoneisa
- Meenaskhi Energy Private Limited - India
- Indian Energy Exchange, India
- Bhushan Steel Limited - India
- Iligan Light & Power Inc, Philippines
- Salva Resources Pvt Ltd - India
- Krishnapatnam Port Company Ltd. - India
- GN Power Mariveles Coal Plant, Philippines
- IEA Clean Coal Centre - UK
- Petron Corporation, Philippines
- TeaM Sual Corporation - Philippines
- ASAPP Information Group - India
- Attock Cement Pakistan Limited
- Kepco SPC Power Corporation, Philippines
- Eastern Coal Council - USA
- SMG Consultants - Indonesia
- Manunggal Multi Energi - Indonesia
- International Coal Ventures Pvt Ltd - India
- Interocean Group of Companies - India
- Sakthi Sugars Limited - India
- Kapuas Tunggal Persada - Indonesia
- Kideco Jaya Agung - Indonesia
- India Bulls Power Limited - India
- Coal and Oil Company - UAE
- Ministry of Transport, Egypt
- Madhucon Powers Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- VISA Power Limited - India
- Metalloyd Limited - United Kingdom
- Siam City Cement - Thailand
- Trasteel International SA, Italy
- Formosa Plastics Group - Taiwan
- Vedanta Resources Plc - India
- Standard Chartered Bank - UAE
- Commonwealth Bank - Australia
- Petrochimia International Co. Ltd.- Taiwan
- OPG Power Generation Pvt Ltd - India
- Orica Australia Pty. Ltd.
- Toyota Tsusho Corporation, Japan
- Sree Jayajothi Cements Limited - India
- Bhoruka Overseas - Indonesia
- PTC India Limited - India
- Tata Chemicals Ltd - India
- Timah Investasi Mineral - Indoneisa
- Dalmia Cement Bharat India
- Sindya Power Generating Company Private Ltd
- London Commodity Brokers - England
- CIMB Investment Bank - Malaysia
- Grasim Industreis Ltd - India
- Indian Oil Corporation Limited
- European Bulk Services B.V. - Netherlands
- Coastal Gujarat Power Limited - India
- White Energy Company Limited
- Jindal Steel & Power Ltd - India
- Thiess Contractors Indonesia
- Videocon Industries ltd - India
- IHS Mccloskey Coal Group - USA
- Gujarat Electricity Regulatory Commission - India
- Pendopo Energi Batubara - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Simpson Spence & Young - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Kaltim Prima Coal - Indonesia
- Semirara Mining Corp, Philippines
- Samtan Co., Ltd - South Korea
- Globalindo Alam Lestari - Indonesia
- Xindia Steels Limited - India
- Vizag Seaport Private Limited - India
- Indonesian Coal Mining Association
- Global Business Power Corporation, Philippines
- Kohat Cement Company Ltd. - Pakistan
- SN Aboitiz Power Inc, Philippines
- Bulk Trading Sa - Switzerland
- Therma Luzon, Inc, Philippines
- Intertek Mineral Services - Indonesia
- Riau Bara Harum - Indonesia
- Aboitiz Power Corporation - Philippines
- Rio Tinto Coal - Australia
- Cigading International Bulk Terminal - Indonesia
- Oldendorff Carriers - Singapore
- Alfred C Toepfer International GmbH - Germany
- Coalindo Energy - Indonesia
- Borneo Indobara - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Indogreen Group - Indonesia
- Global Coal Blending Company Limited - Australia
- Energy Development Corp, Philippines
- Minerals Council of Australia
- Maheswari Brothers Coal Limited - India
- The University of Queensland
- Economic Council, Georgia
- GMR Energy Limited - India
- Ministry of Finance - Indonesia
- Parliament of New Zealand
- Larsen & Toubro Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bhatia International Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Savvy Resources Ltd - HongKong
- Chamber of Mines of South Africa
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Price Waterhouse Coopers - Russia
- Ind-Barath Power Infra Limited - India
- Sarangani Energy Corporation, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Barasentosa Lestari - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Makarim & Taira - Indonesia
- Mjunction Services Limited - India
- Bukit Makmur.PT - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Deloitte Consulting - India
- Bayan Resources Tbk. - Indonesia
- Directorate Of Revenue Intelligence - India
- Marubeni Corporation - India
- Bangladesh Power Developement Board
- Electricity Authority, New Zealand
- Australian Coal Association
- MS Steel International - UAE
- Goldman Sachs - Singapore
- Lanco Infratech Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Chettinad Cement Corporation Ltd - India
- Kartika Selabumi Mining - Indonesia
- Central Java Power - Indonesia
- San Jose City I Power Corp, Philippines
- Power Finance Corporation Ltd., India
- Posco Energy - South Korea
- Baramulti Group, Indonesia
- Wood Mackenzie - Singapore
- Aditya Birla Group - India
- Kumho Petrochemical, South Korea
- ICICI Bank Limited - India
- Singapore Mercantile Exchange
- Antam Resourcindo - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Binh Thuan Hamico - Vietnam
- Africa Commodities Group - South Africa
- Gujarat Mineral Development Corp Ltd - India
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